Company

Savvy Wealth Inc

Savvy Wealth provides a technology platform and financial planning services for wealth management.

About

Founded in 2021 and based in New York, Savvy Wealth offers a technology-enabled wealth management platform and services including financial planning, portfolio management, tax strategy, insurance, and estate planning. In September 2026, it raised USD 100 million in Series C funding led by The Halo Fund Management Company, with Alumni Ventures Group, Canvas Prime, Euclidean Capital, Index Ventures, Industry Ventures, The House Fund, Thrive Capital, and Vestigo Ventures participating.

5Funding rounds

15Investors

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